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Automatic Email Reminder for Overdue Balances

edited Jul 22, 2025 1:54PM in Ask A Guru 2 comments

Hi All

Our client would like to set a recurring schedule to send a reminder email to overdue customers.

We are trying to follow the steps in Suite Answer 64676 but are not able to proceed with step 6 Select Customer/Project Fields? There is no Customer/Project Fields in the Drop Down Lists at all?

Please help provide the correct steps for Suite Answer 64676 released 2 Jan 2024.

Automatic Reminder for Overdue Balances

ShareLast Updated02/01/2024Reading Time3 minsAnswer ID64676

Applies To

Product:  NetSuite 2023.1
 

 

Scenario

User needs to set up automatic Email reminders based on a Saved Search for Overdue Balances.

 

Solution

 

1. Navigate to 

Thanks for your guidance.

Kedalene Chong

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